test

Ramu Singh

@Calton & Associates, Inc.

Latest period2024 - Q3ReportedManaged Assets$261.666MTotal holdings241
Assets growth rate31%Assets growth rate (2-Q avg)14.17%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Calton & Associates, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 241 positions.

Assets under management

The assets under management (AUM) of Calton & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 261.666M in assets, with a quarterly growth rate of 31% and a 2-quarter average growth rate of 14.17%. The portfolio is managed by Ramu Singh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 36.09%
1.63%
$4.241M
9,855 shares@ $430.34 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 203.78%
1.56%
$4.071M
60,303 shares@ $67.52 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 7.94%
1.48%
$3.862M
111,001 shares@ $34.8 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
New Position
1.4%
$3.647M
61,275 shares@ $59.52 avg price
MGCVanguard World Fd
Recent Activity
Decreased -31.96%
1.34%
$3.5M
16,936 shares@ $206.65 avg price
VHTVanguard World Fd
Recent Activity
Decreased -35.33%
1.24%
$3.242M
11,487 shares@ $282.21 avg price
HDHome Depot Inc
Recent Activity
Increased 15.35%
1.21%
$3.155M
7,786 shares@ $405.26 avg price
IWMIshares Tr
Recent Activity
Increased 795.72%
1.21%
$3.142M
14,224 shares@ $220.91 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
1.17%
$3.044M
49,785 shares@ $61.15 avg price
SPYDSpdr Ser Tr
Recent Activity
Decreased -30.77%
1.13%
$2.937M
64,340 shares@ $45.66 avg price